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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-06-02 |
| PA | RA | APPROVED | 2023-05-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bill Burris Insurance Agency | Hockessin | DE | 11/2011 | Present |
| State Farm Vp Management Corp. | Hockessin | DE | 11/2011 | Present |
| State Farm Investment Management Corp. | Hockessin | DE | 04/2019 | 10/2019 |
| State Farm Investment Management Corp | Hockessin | DE | 05/2023 | Present |
1) William Burris's Insurance Agency; Insurance Agency; Investment-related; 1041 Valley Rd Hockessin, DE 19707-9156; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2011; 80; 80; Service customers and supervise employees 2) DELSFA; non-investment-related; 7217 Hockessin, DE 19707; Membership/Civic/Fraternal Organization; Officer; Treasurer; 1/15/2016; 5; 0; Control of checkbook, review bank statement, make deposits, pay bills, co-signor on checking account. 3) DE State Farm PAC; non-investment-related; 7217 Lancaster Pike, Hockessin. DE 19707; Membership/Civic/Fraternal Organization; Board Member; Board Member; 1/1/2016; 5; 0; control of checkbook, review bank statements, make deposits in the checking account, pay bills, co-signor on checking account. 4) William M Burris III - Personally Held Real Estate - Property #1; Investment Related; 127 Oakton S Eatonton, GA 31024; Investment or Commercial Property; Owner; None; 02/27/2026; 0; 0; Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-10 |
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